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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-02-10 |
Branch Locations
4321 N Ballard Rd, Appleton, WI 54919-0001 • United States
Brookfield, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russell Investments | Tacoma | WA | 04/2010 | 02/2019 |
| Fidelity Brokerage Services, Llc | Brookfield | WI | 02/2019 | Present |
| Thrivent Investment Management Inc. | Minneapolis | MN | 01/2023 | Present |
| Thrivent Financial | Appleton | WI | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-10 |
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